Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...

Perhaps the most noteworthy aspect of the OBBB is the new deduction for seniors across America. Taxpayers who are 65 or older can now claim an extra $6,000 as a tax deduction above their standard ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

Tax expert Bob Keebler breaks down several changes to the tax code — from the SALT cap to Roth conversion strategies — that ...

MCKINNEY, TX, UNITED STATES, July 23, 2025 /EINPresswire.com/ -- Retirement Tax Consultants, a national leader in retirement tax optimization, today revealed an ...

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...

Financial planners share their top retirement strategies, from utilizing Roth accounts to delaying Social Security to highlighting the value of a personalized financial plan.

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.

The mega-backdoor Roth strategy allows high earners to supercharge their retirement savings Open-enrollment season is here, and as people plan out their budgets for 2025, some lucky high earners may ...